TABLE OF CONTENTS

• Refund a Credit in ChildFriendly
• Apply the Credit Toward Future Tuition/Fees

How to Refund a Credit in ChildFriendly

NOTE: Ensure you have first learned how to create the credit. View the article How to Record a Deposit Manually.

If you have a credit that you would like to either refund to a parent or put toward future tuition, you can easy do so. Follow the steps below.

Refund the Credit

• Navigate to the Families module and open the Finance tab.
• Find the credit you would like to refund.
• Click the **Refund/Credit **icon.

• In the Refund window:

- Enter the date the refund was processed.

- Enter the M**ethod **in which the credit was given to the parent/guardian - i.e. Cash, eTransfer.

- Click the **Submit Refund **button to finalize the refund.

Apply a Credit to Future Tuition/Fees

• Navigate to the Families module and open the Finance tab.
• Find the credit you would like to refund.
• Click the **Refund/Credit **icon.
• In the Refund window:

- Enter the date the credit was processed.

- From the Method **drop-down menu, select **Credit.

- Click the **Submit Refund **button to finalize the credit.

• The Credit will immediately be applied to the parent's profile.

• You can also view the credit in the family Ledger, next to the name of the parent or portal member to whom the credit was applied.

Updated on: 04/11/2025